Next Level Wealth Planning’s McCormick & Company Non-Voting MKC Stock Holding History

Next Level Wealth Planning’s Portfolio MKC Stock Details MKC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$9.28K	Buy	+200	New	+$10.4K	﹤0.01%	339

Other funds holding MKC

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Next Level Wealth Planning's MKC Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in McCormick & Company Non-Voting (MKC) in Q3 2026: 200 shares worth $9.28K. The stake represents ﹤0.01% of the portfolio and ranks #339 among its holdings.

491 funds tracked by Wall St. Rank hold MKC as of Q3 2026.

Next Level Wealth Planning held 200 shares of McCormick & Company Non-Voting worth $9.28K as of Q3 2026.
McCormick & Company Non-Voting was a new Next Level Wealth Planning position in Q3 2026.
McCormick & Company Non-Voting made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #339 holding.
491 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.